Summit Wealth Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
4,344
-320
| -7% | -$92.8K | 0.24% | 71 |
|
|
2025
Q1 | $1.14M | Buy |
4,664
+53
| +1% | +$13K | 0.23% | 71 |
|
|
2024
Q4 | $1.11M | Sell |
4,611
-1,012
| -18% | -$243K | 0.23% | 77 |
|
|
2024
Q3 | $1.19M | Buy |
5,623
+297
| +6% | +$62.6K | 0.23% | 82 |
|
|
2024
Q2 | $1.08M | Buy |
5,326
+2
| +0% | +$404 | 0.22% | 79 |
|
|
2024
Q1 | $1.07M | Buy |
5,324
+1
| +0% | +$200 | 0.23% | 75 |
|
|
2023
Q4 | $905K | Sell |
5,323
-1,901
| -26% | -$323K | 0.21% | 76 |
|
|
2023
Q3 | $1.05M | Buy |
7,224
+323
| +5% | +$46.8K | 0.27% | 58 |
|
|
2023
Q2 | $1M | Sell |
6,901
-33
| -0.5% | -$4.8K | 0.25% | 62 |
|
|
2023
Q1 | $904K | Buy |
6,934
+2,033
| +41% | +$265K | 0.23% | 71 |
|
|
2022
Q4 | $657K | Buy |
4,901
+7
| +0.1% | +$939 | 0.17% | 86 |
|
|
2022
Q3 | $511K | Hold |
4,894
| – | – | 0.14% | 85 |
|
|
2022
Q2 | $551K | Buy |
4,894
+3,100
| +173% | +$349K | 0.15% | 86 |
|
|
2022
Q1 | $245K | Hold |
1,794
| – | – | 0.06% | 148 |
|
|
2021
Q4 | $284K | Buy |
1,794
+105
| +6% | +$16.6K | 0.06% | 135 |
|
|
2021
Q3 | $276K | Buy |
1,689
+15
| +0.9% | +$2.46K | 0.07% | 127 |
|
|
2021
Q2 | $260K | Hold |
1,674
| – | – | 0.06% | 137 |
|
|
2021
Q1 | $255K | Buy |
1,674
+12
| +0.7% | +$1.83K | 0.07% | 134 |
|
|
2020
Q4 | $211K | Buy |
+1,662
| New | +$211K | 0.06% | 138 |
|
|
2020
Q1 | – | Sell |
-1,812
| Closed | -$253K | – | 118 |
|
|
2019
Q4 | $253K | Buy |
+1,812
| New | +$253K | 0.09% | 101 |
|